Alarum Technologies Ltd ADR Dossier
Qualitative Analysis
Business overview
Alarum Technologies Ltd. (Nasdaq, TASE: ALAR) is a global provider of Artificial Intelligence (AI) data infrastructure and web data collection solutions. The company's primary business operations are conducted through its wholly-owned subsidiary, NetNut Ltd., which provides an advanced, secure, and highly scalable hybrid proxy network. This network enables enterprise customers, including leading foundation model labs and global technology companies, to collect public web data anonymously and at scale. Alarum has strategically transitioned from its legacy cybersecurity and consumer internet access solutions to focus almost exclusively on the high-demand enterprise web data collection and AI data infrastructure market.
Research as of 19 Jun 2026
Strategic Initiatives
Growth programs, investments, and their expected impact
Focus on securing multi-year contracts and increasing the customer expansion rate, targeting existing customers to increase their spending by over 110% annually.
Expected impact: Aims to drive the company toward its mid-term vision of a $100 million annual run-rate.
Optimize network efficiency and infrastructure utilization to handle a 10x increase in traffic growth while improving EBITDA margins.
Expected impact: Builds a durable competitive advantage in the AI stack and supports sequential gross margin expansion.
Diversify the product portfolio by introducing new revenue streams such as Scraper APIs, AI-ready datasets, and agentic workflow capabilities.
Expected impact: Expands the addressable market and transitions the company from a proxy-focused provider to a comprehensive AI data infrastructure platform.
Mergers, Acquisitions & Partnerships
Recent deals and strategic collaborations
Strategic Partnerships
Providing web data collection and infrastructure solutions to support the partner's development of its own large language model (LLM).
Terms: Not disclosed
Leveraging Alarum's platform and products for large-scale data labeling and model fine-tuning.
Terms: Not disclosed